MFSV vs FTCA

Comparison between MFS ACTIVE VALUE ETF (MFSV, ETF) and Franklin California Municipal Income ETF (FTCA, ETF).

MFSV vs FTCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSV(ETF)	FTCA(ETF)
Net Assets	$561M	$563M
Expense Ratio	0.44%	0.35%
Max Drawdown	13.09%	3.21%
Sharpe Ratio	1.15	-0.52
5Y Beta	0.59	0.10
P/E Ratio	20.75	N/A
Forward P/E	18.30	N/A
PEG Ratio	0.47	N/A
5Y EPS CAGR	14.50%	N/A
Debt to Equity	75.17%	N/A
P/S Ratio	1.83	N/A
P/B Ratio	3.48	N/A

Net Assets

MFSV

$561M

Winner

FTCA

$563M

Expense Ratio

MFSV

0.44%

Winner

FTCA

0.35%

Max Drawdown

MFSV

13.09%

Winner

FTCA

3.21%

Sharpe Ratio

Winner

MFSV

1.15

FTCA

-0.52

5Y Beta

MFSV

0.59

Winner

FTCA

0.10

P/E Ratio

MFSV

20.75

FTCA

N/A

Forward P/E

MFSV

18.30

FTCA

N/A

PEG Ratio

MFSV

0.47

FTCA

N/A

5Y EPS CAGR

MFSV

14.50%

FTCA

N/A

Debt to Equity

MFSV

75.17%

FTCA

N/A

P/S Ratio

MFSV

1.83

FTCA

N/A

P/B Ratio

MFSV

3.48

FTCA

N/A

MFSV vs FTCA - Historical Returns

Returns include dividend reinvestment.

Period	MFSV	FTCA
1 month	+1.46%	+0.39%
3 months	+7.24%	+0.14%
6 months	+7.41%	-0.49%
1 year	+16.97%	+1.57%
Max(CAGR)	+12.54%	+1.91%

Winner

MFSV

+1.46%

FTCA

+0.39%

Winner

MFSV

+7.24%

FTCA

+0.14%

Winner

MFSV

+7.41%

FTCA

-0.49%

Winner

MFSV

+16.97%

FTCA

+1.57%

Max(CAGR)

Winner

MFSV

+12.54%

FTCA

+1.91%

MFSV vs FTCA - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MFSV	FTCA
2026	+12.14%	+1.24%
2025	+13.80%	+0.06%
2024	-4.64%	N/A

MFSV vs FTCA Drawdown Comparison

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The maximum drawdown for FTCA was -2.91%, occurring on Mar 24, 2026. Recovery took 65 trading sessions.

The current MFSV drawdown is -0.93%. The current FTCA drawdown is -1.78%.

Rank	MFSV	FTCA
#1	-12.74% Feb 28, 2025 - Jun 27, 2025	-2.91% Feb 27, 2026 - Jun 2, 2026
#2	-6.34% Mar 2, 2026 - Jun 4, 2026	-2.16% Jul 2, 2026 - Jul 23, 2026
#3	-5.49% Dec 5, 2024 - Jan 27, 2025	-1.10% Nov 11, 2025 - Jan 2, 2026
#4	-3.45% Oct 27, 2025 - Nov 28, 2025	-0.65% Oct 27, 2025 - Nov 11, 2025
#5	-2.97% Jul 25, 2025 - Aug 20, 2025	-0.54% Jan 13, 2026 - Feb 4, 2026
#6	-2.48% Oct 3, 2025 - Oct 27, 2025	-0.27% Jun 25, 2026 - Jul 2, 2026
#7	-1.78% Jan 16, 2026 - Feb 4, 2026	-0.14% Jun 3, 2026 - Jun 16, 2026
#8	-1.66% Jul 3, 2025 - Jul 23, 2025	-0.14% Jun 16, 2026 - Jun 18, 2026
#9	-1.62% Jul 28, 2026 - Aug 3, 2026	-0.13% Feb 12, 2026 - Feb 17, 2026
#10	-1.50% Jan 6, 2026 - Jan 9, 2026	-0.07% Feb 6, 2026 - Feb 10, 2026
#11	-1.40% Aug 22, 2025 - Sep 11, 2025	-0.07% Jun 18, 2026 - Jun 24, 2026
#12	-1.36% Aug 14, 2026 - Aug 20, 2026	N/A
#13	-1.31% Dec 15, 2025 - Dec 24, 2025	N/A
#14	-1.22% Jun 16, 2026 - Jul 1, 2026	N/A
#15	-1.21% Feb 11, 2026 - Feb 26, 2026	N/A